Bank Financing

Need money to grow your business?

Requesting a business loan without adequate preparation sends a clear message to the lender: High Risk! Therefore, it pays to be prepared and organized in your approach for financing.

Put your best foot forward by allowing me to prepare a winning loan proposal for you. My proposals have a high likelihood of success because they're created from the lender's perspective.

You get the money you need because I know exactly what banks want to see. Even more importantly, I know how to prove to them that you'll be able to pay them back.

My winning loan proposals come complete with...

• Executive Summary: Where I concisely state the purpose of the loan, the exact amount of money required, an explanation of what the loan will be used for and why it's needed.

• Pro-forma Cash Budgets and Financial Statements: I use your data and underlying assumptions to prepare information that your banker can easily read and buy in to.

• Owners Personal Financial Statements: I make copies of the last 3 years of personal tax returns for the bank as well as identify the collateral being pledged as security for the loan.

• Representation: I help substantiate your financial needs/position to your banker in person.

If you'd like to learn more about how you can obtain the money you need to grow your business please complete this form.